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A.O. Smith

287 hedge funds and large institutions have $3.71B invested in A.O. Smith in 2013 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 86 increasing their positions, 111 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 32

19% more capital invested

Capital invested by funds: $3.11B → $3.71B (+$604M)

11% more funds holding

Funds holding: 258287 (+29)

3.17% more ownership

Funds ownership: 174.1%177.27% (+3.2%)

0% less call options, than puts

Call options by funds: $2.11M | Put options by funds: $2.12M

23% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 111

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
287
Holders Change
+29
Holders Change %
+11.24%
% of All Funds
8.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
63
Increased
86
Reduced
111
Closed
32
Calls
$2.11M
Puts
$2.12M
Net Calls
-$10K
Net Calls Change
+$883K
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$1.4M -$323K -12,600 -20%
GC
152
Globeflex Capital
California
$1.34M -$73.5K -2,868 -5%
GCP
153
GSA Capital Partners
United Kingdom
$1.3M +$973K +37,994 +366%
HMS
154
Hanseatic Management Services
New Mexico
$1.29M +$1.23M +47,980 New
SSWM
155
Sheets Smith Wealth Management
North Carolina
$1.25M +$70.3K +2,744 +6%
RI
156
Redwood Investments
Massachusetts
$1.25M -$5.89K -230 -0.5%
NCCM
157
Nine Chapters Capital Management
New Jersey
$1.21M +$1.15M +44,800 New
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$1.2M -$555K -21,658 -33%
EI
159
EAM Investors
California
$1.2M +$93.7K +3,658 +9%
OPERF
160
Oregon Public Employees Retirement Fund
Oregon
$1.18M +$1.12M +43,600 New
MERSOM
161
Municipal Employees' Retirement System of Michigan
Michigan
$1.15M +$1.09M +42,600 New
LSERS
162
Louisiana State Employees Retirement System
Louisiana
$1.13M +$1.07M +41,800 New
MIU
163
Man Investments (UK)
United Kingdom
$1.08M -$648K -25,290 -39%
SG Americas Securities
164
SG Americas Securities
New York
$1M +$952K +37,142 New
LMGAM
165
Liberty Mutual Group Asset Management
Massachusetts
$897K +$852K +33,256 New
MSU
166
Maple Securities USA
New Jersey
$894K +$510K +19,910 +150%
KeyBank National Association
167
KeyBank National Association
Ohio
$882K -$46.3K -1,808 -5%
JIM
168
Jupiter Investment Management
United Kingdom
$873K +$830K +32,400 New
SCA
169
SAC Capital Advisors
Connecticut
$869K +$60.5K +2,360 +8%
CIM
170
CenturyLink Investment Management
Colorado
$855K -$89.2K -3,480 -10%
Commonwealth Equity Services
171
Commonwealth Equity Services
Massachusetts
$829K -$11.4K -446 -1%
BWP
172
Baldwin Wealth Partners
Massachusetts
$827K +$785K +30,650 New
CG
173
Colony Group
Massachusetts
$825K +$237K +9,234 +43%
PP
174
Patten & Patten
Tennessee
$818K +$777K +30,330 New
EA
175
Emerald Advisers
Pennsylvania
$812K +$771K +30,100 New